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BMO Nesbitt Burns Securities Ltd.

BMO Nesbitt Burns Securities Ltd.. CRD 281337

B

CRD: 281337

BMO Nesbitt Burns Securities Ltd.

Toronto, Ontario, M5X 1
4166245509
$1.2B Total AUM
$1.2B Disc. AUM
25.8% 3Y CAGR
303 Employees
1,086 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
BMO Harris · Fidelity/NFS · LPL Financial · SEI
Clients
Retail
Platforms
Atlas eagle
Established Date
01-01-2012
Office Locations
24

Office Locations

#204 - 50 Lonsdale AVE North Vancouver --
1 First Canadian Place 40th Floor Toronto --
1 First Canadian Place 40th Floor Toronto --

About BMO Nesbitt Burns Securities Ltd.

BMO Nesbitt Burns Securities Ltd. is a Toronto, Ontario-based RIA with 24 offices. The firm has been operating for 14 years. Managing $1.2B in total assets under management, with 216 advisory representatives. They custody assets with BMO Harris and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

-- AVG AGE
$5.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.1 yrs AVG TENURE
303 Employees
216 Advisory Reps
2 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Peak

Investment Themes

Vector pathway

Investment Vehicles

Ember timber

Services

Unison Radial frontier Ember signal Radial Unison capital

Technology

Element harbor

Owner & Executives

W

WILLIAM A L BROWN

DIRECTOR

CRD
#3144046
Ownership
Less than 5%
(285) 865-7730
atlas.wave@vertexcapital.com
in linkedin.com/in/delta-pioneer
B

BRUCE AARON FERMAN

Chairman Of The Board, DIRECTOR

CRD
--
Ownership
Less than 5%
(660) 360-9748
ember.ridge@matrixcapital.com
in linkedin.com/in/oak-pioneer
H

Harbor foundation

Glacier eagle optima

CRD
#81347
Ownership
2.7%
(915) 249-3760
peak.atlas@foundationcapital.com
in linkedin.com/in/focus-frontier

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Contacts

M

MICHAEL TIMOTHY ANDERSON

Managing Director

CRD
#2969619
(568) 887-8674
eagle.ridge@legacycapital.com
in linkedin.com/in/foundation-vertex
J

JASON BRADLEY ARMSTRONG

Senior Investment Advisor

CRD
#6266723
(598) 733-3714
bridge.atlas@vectorcapital.com
in linkedin.com/in/focus-prime
E

Eagle north

Momentum pioneer

CRD
#11804
(219) 840-7057
zenith.catalyst@quantumcapital.com
in linkedin.com/in/zenith-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
10-20-2023
11-05-2024
07-02-2025
01-28-2026
Category Assets AVG. Account size
Discretionary $1,197,584,310 $900,439
Non-Discretionary $0 --
Total $1,197,584,310 $900,439

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Separately Managed Accounts

Total SMA Asset: $1,197,584,310

$1.2B Total SMA
Equity - Exchange:
19.4%
Corporate - Investment Grade:
19.6%
Cash:
18.2%
Public Funds:
9.4%
Sovereign Bonds:
11.9%
U.S. Government/Agency:
15.6%
Private Funds:
5.9%
Asset class Assets Assets %
Equity - Exchange $1,071,870,068 19.4%
Corporate - Investment Grade $1,082,920,275 19.6%
Cash $1,005,568,827 18.2%
Public Funds $519,359,724 9.4%
Sovereign Bonds $657,487,310 11.9%
U.S. Government/Agency $861,916,137 15.6%
Private Funds $325,981,103 5.9%
Total $5,525,103,444 100.0%

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